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Zcash thesis

Gabriel M Haines

62,894 subscribers

16,301 次观看 • 21 天前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

26 条评论

NEAR Intents 的头像

NEAR Intents20 天前

You can literally just swap to/from $ZEC in a single click with 150+ native assets on our app: And chances are, if you’re trading Zcash elsewhere, NEAR Intents is powering it behind the scenes.

Gabriel M Haines 的头像

Gabriel M Haines21 天前

Oh my

Zerodartz🛡 的头像

Zerodartz🛡21 天前

left guy bought 0.1 zec right guy already a shielded zec whale

Gabriel M Haines 的头像

Gabriel M Haines21 天前

True lol

Jangle 的头像

Jangle21 天前

Easy @near_intents confidential mode

𝙶𝚒𝚊𝚕𝚕𝚘 的头像

𝙶𝚒𝚊𝚕𝚕𝚘21 天前

it worked

Lz 的头像

Lz21 天前

Even if u buy Zcash on coinbase and put it in shielded pool custodial. It’s completely private and authorities or tax collectors can’t tax, seize, what they cannot see.

Gabriel M Haines 的头像

Gabriel M Haines21 天前

But they know u have it…

Lz 的头像

Lz21 天前

To prove I still have it they need to see if I have it. Keys get lost all the time in crypto

GL 的头像

GL20 天前

@gabrielhaines You could say that about any crypto though.

Lz 的头像

Lz20 天前

@gabrielhaines No u can’t because most cryptos are transparent ledgers. If ur keys got stolen funds would be transferred and this wouod be shown on chain.

shubit 的头像

shubit20 天前

he’s right

nonny 🧑‍🔧👷 的头像

nonny 🧑‍🔧👷15 天前

😂🤣😂😂

Marweezy 的头像

Marweezy21 天前

Miss me ?

Marweezy 的头像

Marweezy21 天前

😘😘

Sidik666 🀄 的头像

Sidik666 🀄21 天前

It's a Mr bean?

TOM 的头像

TOM21 天前

oh the timing of the split is excellent on this one

Sovereign Matt 的头像

Sovereign Matt20 天前

Monero fixes this...

MiKOL 的头像

MiKOL20 天前

Ahahahaahha Zcashmaxing

Tommy Sullivan 的头像

Tommy Sullivan20 天前

Best explanation I’ve heard so far

Gabriel M Haines 的头像

Gabriel M Haines20 天前

Any time Tommy

JB 的头像

JB20 天前

you could buy it on @NEARProtocol

Sunflove Rycal 的头像

Sunflove Rycal20 天前

Ahahahaahha

CryptoLamb 的头像

CryptoLamb21 天前

Stable coins... near intents... poof simple nice try fed

Bale 的头像

Bale21 天前

Private money katanya. Shirtless rant di mobil, temennya makan timun. Coinbase tetap minta KTP

draukan 的头像

draukan20 天前

zidelined?

相关视频

"Zcash to $1,000 is pretty much written in the stars." The market's pricing Zcash like a privacy coin. Rob's thesis says it's mispricing an AI-and-quantum insurance policy.

"Zcash to $1,000 is pretty much written in the stars." The market's pricing Zcash like a privacy coin. Rob's thesis says it's mispricing an AI-and-quantum insurance policy.

The Rollup

31,170 次观看 • 1 个月前

Literally the most well articulated zcash / private crypto money thesis i have ever seen fungible, quantum resistant (soon), private — all zcash properties mentioned highly recommend you take a few seconds, reiterates all of our points well

Literally the most well articulated zcash / private crypto money thesis i have ever seen fungible, quantum resistant (soon), private — all zcash properties mentioned highly recommend you take a few seconds, reiterates all of our points well

mert

184,034 次观看 • 8 个月前

🚨 ZCASH CRASHED IN JANUARY AND RAN HELD HIS CONVICTION AROUND $421 On January 8, 2026, Ran Neuner called the dev-team panic a “nothing burger” and said his thesis had not changed. ZCASH is now around $1,530, 3.5x higher.

🚨 ZCASH CRASHED IN JANUARY AND RAN HELD HIS CONVICTION AROUND $421 On January 8, 2026, Ran Neuner called the dev-team panic a “nothing burger” and said his thesis had not changed. ZCASH is now around $1,530, 3.5x higher.

Whale Narrative

37,378 次观看 • 6 天前

.mert on why he believes in Zcash: "While there are still people in jail for writing privacy code, this is the time to make the push. Zcash embodies what the cypherpunks built crypto for: cryptography for individual rights and privacy." The original thesis is still intact.

.mert on why he believes in Zcash: "While there are still people in jail for writing privacy code, this is the time to make the push. Zcash embodies what the cypherpunks built crypto for: cryptography for individual rights and privacy." The original thesis is still intact.

Will McEvoy

67,653 次观看 • 3 个月前

LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case mert and Tushar Jain join us to make the case for Zcash 🛡️ as crypto’s private store of value. In the episode: - why privacy may be crypto’s missing primitive, - the “private Bitcoin” thesis, - how $ZEC becomes a Schelling point, - shielded pools, quantum risk, and the return of cypherpunk money. Enjoy. -------------- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts

LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case mert and Tushar Jain join us to make the case for Zcash 🛡️ as crypto’s private store of value. In the episode: - why privacy may be crypto’s missing primitive, - the “private Bitcoin” thesis, - how $ZEC becomes a Schelling point, - shielded pools, quantum risk, and the return of cypherpunk money. Enjoy. -------------- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts

Bankless

195,072 次观看 • 4 个月前

Arthur Hayes on why Near and Zcash form the core of his privacy trade: "Zcash is the first place you go. Enabling anonymous value transfer to any chain is huge." "Near: 20x potential. Zcash: 5x over the next year. Didn't scale Near as large as Zcash, the higher the target, the higher the risk." "These two form the core of my privacy thesis. Profiting from the realization that privacy matters in an AI, big tech, big government universe."

Arthur Hayes on why Near and Zcash form the core of his privacy trade: "Zcash is the first place you go. Enabling anonymous value transfer to any chain is huge." "Near: 20x potential. Zcash: 5x over the next year. Didn't scale Near as large as Zcash, the higher the target, the higher the risk." "These two form the core of my privacy thesis. Profiting from the realization that privacy matters in an AI, big tech, big government universe."

The Rollup

95,573 次观看 • 4 个月前

easily the best podcast I've ever done solana, zcash, death, building, dating, investment thesis, how to tweet, how to think about markets, and even hyperliquid relatively short hope you like

easily the best podcast I've ever done solana, zcash, death, building, dating, investment thesis, how to tweet, how to think about markets, and even hyperliquid relatively short hope you like

mert

57,911 次观看 • 10 个月前

David Hoffman explains why he sold his CryptoPunk PFP and swapped it into Zcash "The investment case for Bitcoin is Michael Saylor's gonna buy a ton of it. The investment case for ETH is Tom Lee's gonna buy a ton of it. That's a tweet thesis not an article." "The investment case for Zcash is robust and thorough. The Zcash story is a really good story. I'm first and foremost a content producer and there's story and investor resonance in Zcash."

David Hoffman explains why he sold his CryptoPunk PFP and swapped it into Zcash "The investment case for Bitcoin is Michael Saylor's gonna buy a ton of it. The investment case for ETH is Tom Lee's gonna buy a ton of it. That's a tweet thesis not an article." "The investment case for Zcash is robust and thorough. The Zcash story is a really good story. I'm first and foremost a content producer and there's story and investor resonance in Zcash."

Kai

52,730 次观看 • 4 个月前

Grayscale states Zcash complements Bitcoin According to Grayscale Research, its thesis is that Zcash ($ZEC) is one of the biggest beneficiaries of the "second-mover advantage" compared with $BTC. $BTC, which has established itself as a sovereign store of value, is facing a need for the zero-knowledge privacy offered by $ZEC as AI-based financial surveillance emerges. Grayscale Research believes Zcash $ZEC has a real shot at capturing Bitcoin $BTC market share.

Grayscale states Zcash complements Bitcoin According to Grayscale Research, its thesis is that Zcash ($ZEC) is one of the biggest beneficiaries of the "second-mover advantage" compared with $BTC. $BTC, which has established itself as a sovereign store of value, is facing a need for the zero-knowledge privacy offered by $ZEC as AI-based financial surveillance emerges. Grayscale Research believes Zcash $ZEC has a real shot at capturing Bitcoin $BTC market share.

BSCN

22,214 次观看 • 29 天前

the zcash thesis has only gotten stronger - true private money and transactions, unlike btc - survived audits by mythos - the ironwood upgrade removed vulnerabilities - OGs are only accumulating more ...also fading mert has historically been a bad idea

the zcash thesis has only gotten stronger - true private money and transactions, unlike btc - survived audits by mythos - the ironwood upgrade removed vulnerabilities - OGs are only accumulating more ...also fading mert has historically been a bad idea

Ansem 🐂🀄️

90,601 次观看 • 1 个月前

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Mert thinks Zcash still looks undervalued even after a major repricing “A 10x for Zcash would be 70 billion, which would mean 4,000” “If you look at the market cap of what’s above it and how small it is, I think it’s pretty undervalued” “Nobody knows where that money came from, but you just paid for it on a different chain in private” His valuation case for Zcash goes beyond the ZEC/BTC ratio. At roughly $6 - 7B mcap in his example, a 10x would still put Zcash around $70B, a valuation he considers reasonable relative to larger crypto assets. mert also points to utility as part of that thesis. A user could hold funds privately in Zcash, then pay someone who only accepts USDC on Solana, with the conversion and settlement happening across chains while Zcash provides the privacy layer. That makes Zcash 🛡️ potentially composable with the broader crypto economy rather than operating as an isolated privacy network. w/ mert, MR SHIFT 🦁

Kaiz 🐂🀄️

23,594 次观看 • 16 天前

Mert views Zcash + NEAR as a parallel to what Bitcoin + Ethereum aimed to become “You can kind of say that Zcash is an alternative to Bitcoin, and some people will say it’s a better Bitcoin” “NEAR is sort of what Ethereum aimed at being” “NEAR is demonstrably doing that right now via NEAR Intents” Zcash brings the monetary + privacy layer. NEAR gives ZEC connectivity across chains and access to ecosystems like Solana. Two different networks, increasingly connected by the same thesis. w/ mert

Mert views Zcash + NEAR as a parallel to what Bitcoin + Ethereum aimed to become “You can kind of say that Zcash is an alternative to Bitcoin, and some people will say it’s a better Bitcoin” “NEAR is sort of what Ethereum aimed at being” “NEAR is demonstrably doing that right now via NEAR Intents” Zcash brings the monetary + privacy layer. NEAR gives ZEC connectivity across chains and access to ecosystems like Solana. Two different networks, increasingly connected by the same thesis. w/ mert

Kaiz 🐂🀄️

32,756 次观看 • 3 天前

Zach Pandl says financial privacy has been in a decades-long bear market, and AI is the catalyst that ends it: "Our thesis is that's at an inflection point, driven above all by AI. That's the major technological change in our world right now, and it raises real questions about privacy and the surveillance tools coming in the next few years." "The Zcash thesis, the Zama thesis, we're just getting started, and there's potentially significant upside to some of these assets."

Zach Pandl says financial privacy has been in a decades-long bear market, and AI is the catalyst that ends it: "Our thesis is that's at an inflection point, driven above all by AI. That's the major technological change in our world right now, and it raises real questions about privacy and the surveillance tools coming in the next few years." "The Zcash thesis, the Zama thesis, we're just getting started, and there's potentially significant upside to some of these assets."

The Rollup

25,905 次观看 • 2 个月前

The NEAR Protocol, ZEC, HYPE Trifecta Bull Thesis with Arthur Hayes & Illia (root.near) (🇺🇦, ⋈) Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Consolidation Has Begun 08:26 Why Arthur Loves Zcash 10:03 Naval Changed Arthur's Mind 12:56 Intents Enable Anonymous Swaps 13:45 20x NEAR vs 5x ZEC 14:51 $19B Volume $33M Fees 15:47 Privacy Enables Mass Adoption 19:07 NEAR Fully Diluted Now 21:01 AI Blockchain Vision 2017 26:31 HyperLiquid Fulfills DeFi Dream 28:43 No VC Sales Revenue Share 32:02 AI Labor Displacement Thesis 38:39 AOC 2028 Risk Scenario 44:39 When Does NEAR Deflate? 46:52 $150 Price Target Hype

The NEAR Protocol, ZEC, HYPE Trifecta Bull Thesis with Arthur Hayes & Illia (root.near) (🇺🇦, ⋈) Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Consolidation Has Begun 08:26 Why Arthur Loves Zcash 10:03 Naval Changed Arthur's Mind 12:56 Intents Enable Anonymous Swaps 13:45 20x NEAR vs 5x ZEC 14:51 $19B Volume $33M Fees 15:47 Privacy Enables Mass Adoption 19:07 NEAR Fully Diluted Now 21:01 AI Blockchain Vision 2017 26:31 HyperLiquid Fulfills DeFi Dream 28:43 No VC Sales Revenue Share 32:02 AI Labor Displacement Thesis 38:39 AOC 2028 Risk Scenario 44:39 When Does NEAR Deflate? 46:52 $150 Price Target Hype

The Rollup

474,626 次观看 • 4 个月前

New episode with Raoul Pal out now! Santiago R Santos We discuss: - Market sell off - Liquidity in 2026 - Trading crypto cycles - Valuing crypto networks - DATs, Raoul's AI thesis, & more! Timestamps: 00:00 Introduction 01:25 Where Are We In The Macro Cycle? 10:11 How To Value Crypto Networks? 20:58 Ads (Zcash, Katana) 22:14 The K-Shaped Economy 25:31 Has The DAT Bubble Burst? 28:24 Why Liquidity Drives Markets 38:19 Ads (Zcash, Katana) 39:35 How To Trade Crypto Cycles 49:57 Ads (VanEck, Uniswap) 51:39 Raoul's AI Thesis

New episode with Raoul Pal out now! Santiago R Santos We discuss: - Market sell off - Liquidity in 2026 - Trading crypto cycles - Valuing crypto networks - DATs, Raoul's AI thesis, & more! Timestamps: 00:00 Introduction 01:25 Where Are We In The Macro Cycle? 10:11 How To Value Crypto Networks? 20:58 Ads (Zcash, Katana) 22:14 The K-Shaped Economy 25:31 Has The DAT Bubble Burst? 28:24 Why Liquidity Drives Markets 38:19 Ads (Zcash, Katana) 39:35 How To Trade Crypto Cycles 49:57 Ads (VanEck, Uniswap) 51:39 Raoul's AI Thesis

Empire 🟪

160,825 次观看 • 10 个月前

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Ansem thinks Zcash could be setting up for the kind of move he witnessed with Bitcoin in 2017 "I really do think a 2017 style cycle is possible, especially with the way Zcash is trading" "I joined in 2017 and I saw Bitcoin go from like 3K to 20K" "I really think something similar can happen with Zcash" He is comparing the current $ZEC momentum with the market environment he experienced during his first crypto cycle. Bitcoin went from roughly $1K to nearly $20K in 2017. $ZEC has now gained more than 2,300% over the past year, recently pushing to a new ATH. His thesis is that the magnitude of the move may still have room to expand if Zcash 🛡️ continues attracting capital and attention at this pace. Zcash is starting to feel like a 2017 style trade.

Kaiz 🐂🀄️

258,258 次观看 • 8 天前

🚨 RAN PREDICTS ZCASH COULD 10X OR EVEN 100X. Ran Neuner says growing support, an ETF, and Zcash’s privacy thesis could make it a serious form of private money. “If it’s just 10% of Bitcoin, it’s 10X from here. If it is Bitcoin, it’s 100X from here.”

🚨 RAN PREDICTS ZCASH COULD 10X OR EVEN 100X. Ran Neuner says growing support, an ETF, and Zcash’s privacy thesis could make it a serious form of private money. “If it’s just 10% of Bitcoin, it’s 10X from here. If it is Bitcoin, it’s 100X from here.”

Whale Narrative

31,622 次观看 • 26 天前

Ansem is betting on Zcash reaching 0.1 BTC this cycle “I think Zcash is going to go to 0.1 BTC this cycle.” “I do think things are going to go much higher than they did last cycle.” “I’m betting on higher ceilings across the board.” He remains highly bullish on Zcash, framing the trade in BTC terms rather than giving a fixed USD target. His target is ZEC/BTC at 0.1, alongside a broader thesis that this cycle can produce much higher ceilings across crypto than the previous one. That relative valuation matters. Instead of relying entirely on where Bitcoin trades in dollar terms, the bet requires Zcash to meaningfully outperform BTC as capital rotates further out on the risk curve. Ansem is keeping most of his specific price targets limited, but the conviction on Zcash is clear: 0.1 BTC per $ZEC is the level he’s watching this cycle. w/ Ansem 🐂🀄️

Ansem is betting on Zcash reaching 0.1 BTC this cycle “I think Zcash is going to go to 0.1 BTC this cycle.” “I do think things are going to go much higher than they did last cycle.” “I’m betting on higher ceilings across the board.” He remains highly bullish on Zcash, framing the trade in BTC terms rather than giving a fixed USD target. His target is ZEC/BTC at 0.1, alongside a broader thesis that this cycle can produce much higher ceilings across crypto than the previous one. That relative valuation matters. Instead of relying entirely on where Bitcoin trades in dollar terms, the bet requires Zcash to meaningfully outperform BTC as capital rotates further out on the risk curve. Ansem is keeping most of his specific price targets limited, but the conviction on Zcash is clear: 0.1 BTC per $ZEC is the level he’s watching this cycle. w/ Ansem 🐂🀄️

Kaiz 🐂🀄️

14,728 次观看 • 22 天前

Zcash is one of the few crypto assets with a clear lane and little direct competition Mert’s thesis on Zcash comes down to scarcity of competition. “It’s a tiny asset, and it’s a PvE.” “Everybody needs privacy.” “It probably is the closest thing to the cypherpunk ideal of crypto from the early days still out there today.” “Who’s trying to be private money exactly?” Crypto has become crowded with trading apps, launchpads, perps and other financial products. Privacy is a different category entirely. Zcash has a clear use case: private money. And the network effect matters. As the anonymity set grows, competing against it becomes harder because a new privacy network isn’t simply competing on technology. It also has to build the same level of liquidity, users and anonymity from scratch. That gives Zcash a potentially powerful moat. Everyone is fighting to become the next trading platform. Zcash is fighting for something much harder to replace: private money. w/ mert

Zcash is one of the few crypto assets with a clear lane and little direct competition Mert’s thesis on Zcash comes down to scarcity of competition. “It’s a tiny asset, and it’s a PvE.” “Everybody needs privacy.” “It probably is the closest thing to the cypherpunk ideal of crypto from the early days still out there today.” “Who’s trying to be private money exactly?” Crypto has become crowded with trading apps, launchpads, perps and other financial products. Privacy is a different category entirely. Zcash has a clear use case: private money. And the network effect matters. As the anonymity set grows, competing against it becomes harder because a new privacy network isn’t simply competing on technology. It also has to build the same level of liquidity, users and anonymity from scratch. That gives Zcash a potentially powerful moat. Everyone is fighting to become the next trading platform. Zcash is fighting for something much harder to replace: private money. w/ mert

Kaiz 🐂🀄️

13,392 次观看 • 1 个月前

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The Rollup

14,524 次观看 • 21 天前